P E N N S Y L V A N I A   B A N K E R S   A S S O C I A T I O N A Provider of AIB Products Generation Skipping Transfer Tax
Course Description: Generation Skipping Transfer Tax will give participants the understanding they need to discuss the implications of the generation-skipping transfer (GST) tax and answer common tax-related client questions. Audience: This course is appropriate for trust officers who have already achieved a basic level of knowledge and expertise in the trust field. Learning Objectives: After successfully completing this program, you will be able to:   • Define key terminology, including transferor, skip person, and non-skip person   • Identify the three types of generation-skipping transfers   • Describe the available GST tax exclusions and the GST tax exemption   • Calculate GST tax due   • Recognize situations that may be affected by the GST tax   • Suggest planning techniques to minimize the effect of the GST tax, when appropriate Course Credits: AIB: 0 ; ICB: 7.5 (CTFA/TAX) ; CFP: 4.5 Prerequisites: Basic knowledge/expertise in trust field Required Software: None Optional Software: Adobe Acrobat Reader and RealPlayer Cost: Members $160   •   NonMembers $215       Forms Page ... Registration ... Requests ... Withdrawal PBA Contact: Jackie Catalano • (717) 255-6939 • jCatalano@paBanker.com
This educational opportunity is brought to you by Pennsylvania Bankers Association